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PBEPBE
11 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in INVESCO EXCHANGE TRADED FD T

NewEdge Wealth, LLC holds 13,772 shares of PBE (INVESCO EXCHANGE TRADED FD T), worth $1.2M as of 2026-Q2. The position was decreased (-12.3% shares). PBE represents 0.0% of NewEdge Wealth, LLC's portfolio.

Current Value

$1.2M

Current Shares

13,772

Total Value Change

+$242,827

Total Shares Change

-1,292

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
13,772
-12.3%
$1.2M0.0%$89.65
0
2026-Q1
Unchanged
15,701
0.0%
$1.2M0.0%$79.79
0
2025-Q4
Unchanged
15,701
0.0%
$1.3M0.0%$82.41
0
2025-Q3
Unchanged
15,701
0.0%
$1.2M0.0%$68.80
0
2025-Q2
Unchanged
15,701
0.0%
$1M0.0%$63.84
0
2025-Q1
Unchanged
15,701
0.0%
$996,0710.0%$63.48
0
2024-Q4
Unchanged
15,701
0.0%
$1M0.0%$65.76
0
2024-Q3
Unchanged
15,701
0.0%
$1.1M0.0%$69.05
0
2024-Q2
Unchanged
15,701
0.0%
$1M0.0%$64.10
0
2024-Q1
Increased
15,701
+4.2%
$998,0320.0%$64.01
26
2023-Q4
New
15,064
-
$991,8140.0%$65.09
35

Other major holders of PBE: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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